Copper, Oil, Gold, Food: The Long-Term Bullish Case for Commodities

WHAT IS THE MOST IMPORTANT COMMODITY?

THE CONTANGO MAKES THE US OIL FUND A BAD LT INVESTMENT. GREAT FOR SHORT TERM TRADING THOUGH.

LACK OF GEOPOLITICAL TENSIONS AND A SLOWING ECONOMY (EL NINO FOR NAT GAS), SUGGESTS THE CORRECTION IS LIKELY TO CONTINUE

6 IS WHERE THE “CALORIES” IN OIL AND NAT GAS MATCH

CONSERVATIVE OIL STOCKS ARE STILL OUTPERFORMING AGGRESSIVE ONES, WHICH IS A SIGN THE CORRECTION IS NOT OVER.

CANADIAN OIL SANDS HAS EXTREME LEVERAGE TO THE OIL PRICE.

IN LOCKSTEP

YOU WANT TO BE OVERWIGHT SILVER WHEN PRECIOUS METALS ARE HOT

THE MANDATORY INFLATION ADJUSTED CHART, AT THE MAY HIGH